Shows, Blogs, & Interviews

You and I cannot, in any way, predict what the market is going to do. Accept the reality that we’re in the middle of a gift… take this opportunity of exhale watching the market, and choose to build your plan to handle any change!

If you are getting ready to retire, you are the first generation EVER to retire on a 401k. This sounds scary…but it doesn’t have to. I’m going to talk you through why nerves are normal and how to plan for retirement.

This unemployment news affects the employed, too! If you are not getting paid according to what you are worth, now is the time to make a move. And if you’re sitting on the sidelines, know that many great people are looking for a good hire!

The market is breaking records like it’s Michael Phelps! Many people want to figure out how to earn more, how to have higher investment returns, as growth keeps growing… BUT better returns alone won’t be enough long-term. There is a key we see for success…

Subscription-based financial planning is disrupting the industry and it’s getting a lot of buzz! Before we all buy into the hype, because our team LOVES some elements of it, let’s make some popcorn and look into this approach more.

We’re talking about the problem with big companies and the tension we all feel wanting to be known and not wanting to settle on care. Where do you fall in the spectrum? I'll wait on hold while you think. <cue hold music>

At some point our “riches” (Maybe not $300 million guaranteed - WOW) are left to someone when you die. What would happen to your family when… well… “You’re OUT!"?” Bryce Harper launches us into a conversation on wills, estate planning, and other commonly-avoided topics.

Listen, credit card debt knows no boundaries; it crosses all ages, income levels, genders and every other demographic. With a little strategy and self-discipline, you can unlock full financial freedom and live debt free.

We’re putting an end to the finger-pointing and re-configuring the conversation. Money can actually be an incredible tool to unite you and your spouse when you approach it differently and ask this ONE question.

What happened to everyone's tax return? The early reports say the average refund is 8% less, but there is actually more to the story and this opens up a BIG conversation around taxes that can benefit you all year.

Your dreams you set a month ago still matter and there are proven ways to get back on track and find success! DON’T GIVE UP! Let’s revisit those goals and attack them with proven strategies. It’s time for the rematch and you will win.

Is Your Money Dynamic?

Good financial planning isn’t always about how much money you have, it’s also about where you have it. When your money has a strategy that is flexible you can ensure you reach your dreams despite what may happen in life.

You and I cannot, in any way, predict what the market is going to do. Accept the reality that we’re in the middle of a gift… take this opportunity of exhale watching the market, and choose to build your plan to handle any change!